Cathy Brennan in

Cathy Brennan

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Advisory Board Member at SENDA
📍 Belfast Metropolitan Area, United Kingdom

Cathy is an award-winning Senior Financial Planner at Knightsbridge Wealth Management with extensive experience since 1997. A graduate of Ulster University, she was named Financial Adviser of the Year for Scotland & NI in 2024. Colleagues and clients consistently describe her as empathetic, patient, knowledgeable, and caring.

Outside of work, Cathy is a mother to three children, including twins, and recently co-created a video podcast, "Broods, Money and Moods," to support parents of multiples. She is passionate about community work, volunteering as an Advisory Board Member for SENDA and for Dress for Success Northern Ireland.

She founded the Lean In Women IN Finance NI Circle to support and encourage women in the financial services sector.

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Experience
27 Years
Current Role
Advisory Board Member
Job Level
Leadership
Location
Belfast Metropolitan Area, United Kingdom
Personality Overview

How Cathy shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Cathy cares about

Women in Finance
Founded the Lean In circle for Women in Finance in Northern Ireland and won the 2024 Women in Financial Advice Award.
Financial Coaching
Founded her own financial coaching and money mentoring business, Resourceful Planner, to help people make confident, values-aligned financial decisions.
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Career

Work history

10-2024
Advisory Board Member
SENDA
3-2024
Senior Financial Planner
Knightsbridge Wealth Management
9-2022 - 3-2025
Community Volunteer
Dress for Success Worldwide
9-2022 - 11-2022
Community Volunteer
Nationwide Building Society
7-2022
Founder | Financial Coach
Resourceful Planner
In the press

Media appearances

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Education
9-2022 - 6-2023
MSc/Cert Executive Leadership
Ulster University
9-1994 - 6-1997
BA (Hons) Banking and Finance 2:1 & 1st Dissertation
Ulster University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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